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Jessica has worked in financial services for almost 20 years, starting as an administrator, before progressing to a Paraplanner and then to Financial Adviser, working for both Natwest and Santander.

Jessica then decided to return to Paraplanning in 2013 where she is able to use her technical knowledge and expertise to ensure the suitability of the advice provided to our clients. Her experience means that she is uniquely placed to understand both our clients and advisers needs.

Jessica has completed the Diploma in Financial Services and is working towards the Advanced Diploma, to attain her Chartered status, having completed the AF1 Personal Tax & Trust Planning and AF4 Investment Planning modules.

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